Advisor360° Rolls Out AI-Powered Wealth Operating Platform 

Advisor360, a digital wealth management platform, has debuted a new system, which allows advisors to gain more digital access to its services. 

The offering, dubbed an AI-native Wealth Operating System, is aimed towards financial advisory firms of any size, ranging from solo shops to large independent broker-dealers, or RIAs. 

The system is meant to streamline customer relationship management, onboarding, model management, compliance, trading, and reporting. Through the platform, advisors will be able to access Advisor360’s applications and third-party applications. 

Making our platform accessible to firms of every size marks a significant shift in how technology can support the industry,” Jason Quinn, COO and CFO of Advisor360, said. “Advisors and home offices need a unified operating system that adapts to their business, accelerates productivity, and delivers the benefits of AI without disrupting daily operations.” 

Recently, Advisor360 partnered with Allstate Financial Services to debut its AI-powered wealth management technology platform. The new platform will “unify” insurance and investment product portfolios for Allstate customers and employees. 

In January, Advisor360 acquired Parrot AI, a gen-AI technology firm. The acquisition builds on Advisor360’s existing AI capabilities with the addition of Parrot AI’s software, enabling advisors to record, transcribe, and summarize meetings. 

Since the acquisition, Advisor360 has been integrating Parrot AI’s capabilities into its system and formally introduced it as a stand-alone product for other financial advisors. 

Advisor360, launched in 2019 after spinning off from Commonwealth Financial Network and oversees more than $1 trillion in platform assets, the firm said. 

Pictured: Jason Quinn